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HubSpot Implementation
& Onboarding

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You’ve made the brilliant decision to power your Go To Market efforts with the platform that’s best built for it: HubSpot!

Next step: Choose an onboarding and
implementation partner to go along with it.
Here’s why you need one:

  1. HubSpot will run your most critical business processes, such as:
    • Marketing & Sales Data Ingestion
    • Lead to Deal Lifecycle Management
    • Account & Contact Scoring
    • Sales Handover & Feedback Loops
    • Revenue Attribution

… and many more. You need an experienced eye to prioritize these, map them out and match the system setup to what you actually need to succeed. 

  1. HubSpot will become the centerpiece of your
    Marketing & Sales Tech Stack.

In fact, it is more than likely that HubSpot tools, like Chatbot or Meeting Scheduling, can replace other tools that you pay separately for today.

You need a savvy technical advisor that will review your present and future tech stack and draw the best way, functionally and economically, to fit HubSpot within it.

  1. HubSpot will become the primary tool in your
    Revenue team’s arsenal. Whether you’ve picked:
    • HubSpot as your CRM & Sales Automation stack
    • Hubspot as your Marketing platform
    • HubSpot as your Customer Service software
    • Or any combination of the above

Your success will depend on proper implementation of the suite, and on its maximum adoption by your revenue team users.

You need an onboarding partner that is absolutely obsessed with ensuring that HubSpot delivers the promised value to its customers.

Envy can help you in selecting
which HubSpot product you’re considering.

Then, once you’ve made your decision, you can count on us to get you onboarded quickly & thoroughly. Here’s how we do it:

Onboarding Project:
Marketing Hub Professional or Enterprise Edition

  1. Discovery & Planning
  • Business Discovery
  • Systems Discovery
  • Data Discovery
  • Process Design & Plan
  1. Technical Provisioning & System Integration
  • DNS domain integration
  • Web tracking
  • Web form integration
  • Account settings
  • User & team provisioning
  1. Marketing Enablement & Guidance
  • Email template (drag & drop)
  • Landing page template
  • Initial campaign strategy & implementation
  • Basic lead scoring configuration
  • Marketing dashboard setup
  1. Automations
  • Lifecycle stages setup & automation
  • Sales notification on form submission or returning visitor
  1. User Enablement & Handover
  • Admin training session
  • User training
  • Implementation guide

Onboarding Project:
CRM + Sales Hub Professional or Enterprise Edition

  1. Discovery & Planning
  • Business Discovery
  • Data Discovery
  • Object & Process Design
  1. Technical Provisioning

Configure:

  • Inbox integration
  • Account settings & defaults
  • Default object card views
  • Users & teams
  1. Business Process Configuration & Automations

Set up:

  • CRM Objects & Properties
  • Configure Deal Pipelines & Stages
  1. Sales User Guidance

Guide users in setting up:

  • Meeting Link
  • Gmail/Outlook extension
  • One sales email template
  • One 4-step sequence
  • Mobile app

Note: Includes up to 2 separate Zoom walkthrough sessions, 1 hour each.

  1. Sales Manager Enablement & Guidance

Configure:

  • Sales Rep Activities Dashboard
  • Sales Performance Dashboard

Note: Up to 5 reports per dashboards

  1. Handover
  • Admin training
  • User training
  • Implementation guide

Note: Total up to 3 hours

Client flattery
Awesome companies we’ve helped grow.

Envy experts!!! The helped to onboard HS and build marketing business logic and processes including nurturing and scoring. We worked with Meital and Osnat and they have been highly professional, it was great working with them. They answered promptly, always, even getting on calls with us in the later times during the day to support our team. We will be using their services again to support more of our HS usage in the future.
otorio
Yifat MorVP Marketing
Our experiences with the Envy team have been great. Our main point of contact was extremely responsive, proactive, and always willing to help. It's hard to find an agency that can give you the time you need when you're resource-strapped. Marketing Envy was more of a partner than an agency. They were like one of the team.
peerspot
Val GloverDirector of Demand Generation
The Envy team led the implementation of HubSpot in our company. They were greatly attentive to our specific needs, and provided amazing service on each of our requests along the way. Beyond defining all the basic forms, workflows, custom properties, and more -- they guided us on both the Marketing and the Sales hubs, and went above and beyond to answer any question or requirement we raised.
wing
Yael Shiloni Shem TovMarketing Ops Manager
The Envy team was there to help us every step of the way. The team is very clear and knew how to answer every question we had. They worked together with us (Marketing) and our SDR and Sales teams to make the process as quick and seamless as possible. We totally recommend them.
afforgata
Caro SolariHead of Marketing
Envy is a great help to onboarding HS. Throughout the entire process Meital and Sasha walked us through each step and explained it in depth and clearly. They answered promptly, always, even getting on calls with us in the later times during the day to support our team. We wouldn't have been able to do this without the Envy team and we couldn't be more glad for the investment we made with them.
sam seamless network
Rachel KaufmanMarketing Operations
Envy provide us with HubSpot support services for over a year now. Sasha, our account manager, implemented HubSpot at Nuvei from scratch, helped us in syncing it with Salesforce and has been working with the lead generation team daily. She is fully dedicated to us, very knowledgeable, proactive, and professional. We feel like she is part of the Nuvei marketing team.
nuvei
Maya Azaria ShellyHead of ABM
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